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Nuclear Energy

Nuclear energy supplies constant carbon-free electricity, which has brought it back into favour as data center demand collides with decarbonisation targets. Long build times mean supply responds slowly to a change in sentiment.

61 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
126
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$199M -$23.7M 5 3.38% Reduced
127
Beck Mack & Oliver
Beck Mack & Oliver
New York
$198M -$12M 5 4.96% Reduced
128
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$194M -$70.8M 5 6.67% Reduced
129
Lazard Asset Management
Lazard Asset Management
New York
$186M -$109M 6 0.4% Reduced
130
Eaton Vance Management
Eaton Vance Management
Massachusetts
$183M -$4.99M 6 0.55% Reduced
131
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$182M -$913K 7 0.69% Reduced
132
BlackRock Japan
BlackRock Japan
Japan
$180M -$8.39M 8 0.72% Reduced
133
Two Sigma Investments
Two Sigma Investments
New York
$179M +$53.3M 11 0.83% Increased
134
Markel Group
Markel Group
Virginia
$178M +$318K 1 4.5% Increased
135
Select Equity Group
Select Equity Group
New York
$172M -$6.19M 1 1.56% Reduced
136
Putnam Investments
Putnam Investments
Massachusetts
$171M +$43.8M 8 0.34% Increased
137
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$171M -$13.1M 9 0.67% Reduced
138
Raymond James & Associates
Raymond James & Associates
Florida
$170M +$3.85M 9 0.75% Increased
139
Perkins Investment Management
Perkins Investment Management
Illinois
$167M -$21.2M 1 1.68% Reduced
140
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$166M +$4.19M 2 1.84% Increased
141
RCM
Riverhead Capital Management
Delaware
$162M +$21.9M 9 2.45% Increased
142
GAMCO Investors
GAMCO Investors
Connecticut
$162M -$2.26M 3 0.85% Reduced
143
Primecap Management
Primecap Management
California
$153M -$112K 2 0.15% Reduced
144
TAM
Third Avenue Management
New York
$153M -$10.4M 1 3.84% Reduced
145
Citadel Advisors
Citadel Advisors
Florida
$153M +$46.3M 14 0.14% Increased
146
GMI
Greystone Managed Investments
Saskatchewan, Canada
$150M -$6.92M 1 3.4% Reduced
147
Epoch Investment Partners
Epoch Investment Partners
New York
$149M -$96.1M 4 0.56% Reduced
148
H
Hexavest
Quebec, Canada
$149M -$6.61M 9 2.37% Reduced
149
Energy Income Partners
Energy Income Partners
Connecticut
$148M -$20.5M 3 2.58% Reduced
150
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$147M +$2.91M 10 0.78% Increased